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Today is Thursday, October 1, 2026.
The Early Bird Index today is 89.05.
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Micron's Warning for 2027 📊
Micron Technology $MU ( ▲ 0.0% ) posted good financial results on Wednesday, but the company's comments about supply and demand resulted in a stock increase of just 0.37% in after-hours trading.
Financials: Micron reported earnings of $33.42 per share in the past quarter and revenue of $54.23 billion. Both were better than expected.
Details: Operating cash flow jumped to $43.97 billion from $5.73 billion in the same period last year.
Outlook: Micron also anticipates earnings around $37.84 and revenue around $61.5 billion for the current quarter.
Powering the Story: What held Micron back on Wednesday were comments the company made about the broader industry, which were: “We expect memory and storage supply-demand conditions to be much tighter in calendar 2027 and 2028 than they were in 2026.”
The company specifically mentioned supply tightness around two types of memory: Dynamic Random-Access Memory (DRAM) and NAND flash memory.
Early Bird’s Nest Egg Gains: For Micron shareholders, the “tighter” projection supports a bullish, multi-year earnings-power case. But it is not a guarantee that the shares will rise.
The key investor question is whether the market has already priced in the full 2027–28 upside and whether industry supply discipline holds.
Final Thoughts: Micron’s stock has been on a roll this year, up 237%.
Elon's new company is private. These 3 tickers aren't.
The next Apple may already exist. Insider sources say Elon has spent two years building a secret device inside Tesla's facilities — one he claims will be "10x bigger than the largest product in history."
There's just one problem: the company is private, and unless you know Elon personally, you can't buy a single share. That was true until Guardian's research team found three public ticker symbols sitting in the launch supply chain.
Click here to see all 3 tickers, free of charge.
You won't hear these names on CNBC — Wall Street hasn't published a word on the connection. But when the launch hits September 21, that quiet ends.
Some are already calling this the biggest opportunity since AI. For anyone who missed Apple before the iPhone, this may be a second look at that kind of setup.
Notables
Notable Earnings Today: Nike (NYSE: NKE), Accenture (NYSE: ACN), Acuity (NYSE: AYI), McCormick (NYSE: MKC).
Notable IPOs Today: Vylor Inc. (NYSE: VYLR), Chilwa Minerals Limited American Depository Shares (Nasdaq: CHWM), MiniMed Group, Inc. Common Stock When Issued (Nasdaq: MMEDV), Encore Medical, Inc. (NYSE American: EMI).
Notable Equity Crowdfunding Campaigns Ending Today: N/A.
Notable Economic Events Today: Jobless Claims (8:30 a.m. ET), S&P Global Manufacturing PMI (9:45 a.m. ET), ISM Manufacturing PMI / Prices / Employment (10:00 a.m. ET), Construction Spending (10:00 a.m. ET), Fed's Balance Sheet (4:30 p.m. ET).
Google's Most Advanced AI
Google released Gemini 4 Argon, its most advanced AI model, on Tuesday. Shares of Google parent Alphabet $GOOGL ( ▲ 0.93% ) jumped 1.54% in after-hours trading.
Details: The company claims that the model shows frontier performance in complex workflows, cyber defense, and software engineering.
Final Thoughts: Alphabet will report earnings in late October.
Progress Software’s Mixed Results
Progress Software $PRGS ( ▲ 1.34% ) ticked down 0.025% in after-hours trading on Wednesday after posting mixed financial results.
Financials: Progress Software reported earnings of $1.69 per share in the past quarter, which were better than expected. However, revenue reached $246 million, which was lower than expected.
Final Thoughts: The stock was already down 2.68% this year.
Trends to Watch
The Company’s First Major Acquisition: Grindr Agrees to Buy HIV-Prevention Telehealth Provider Freddie for $250 Million (Wall Street Journal)
The New Big IPO: Kalshi traders see high odds Anthropic’s IPO is announced this year (CNBC)
Media Co-Head: Ynon Kreiz Anointed Co-CEO Of New Paramount-WBD; David Ellison Says Mega-Studio Is “Transformational Moment For Our Industry” (Deadline)
Slight Increase: Bitcoin’s Price Jumps Above $85,000 on Lighter-Than-Expected Inflation Data (Bitcoin Magazine)
The Real Advantage: Hyperliquid Co-founder Jeff Yan says 24-hour clock is not onchain finance's true differentiator (The Block)
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